Comgest Global Investors S.A.S. holds a focused book of 55 stocks worth $4.5B as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Broadcom Inc and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 11% of the equity book. Cloning the disclosed picks since 2015 would be +200% (+10.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1574947/holdings"
Use Arkolith to show COMGEST GLOBAL INVESTORS S.A.S.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +201.7%, a 1.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Comgest Global Investors S.A.S.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Comgest Global Investors S.A.S.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 63 / 55 | $1.9T |
| STATE STREET CORP | 63 / 55 | $1.0T |
| FMR LLC | 63 / 55 | $729.6B |
| JPMORGAN CHASE & CO | 63 / 55 | $440.2B |
| MORGAN STANLEY | 63 / 55 | $438.6B |
| BANK OF AMERICA CORP /DE/ | 63 / 55 | $246.2B |
| GOLDMAN SACHS GROUP INC | 63 / 55 | $197.7B |
| ROYAL BANK OF CANADA | 63 / 55 | $122.1B |
Ranked by how many of Comgest Global Investors S.A.S.'s top 55 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $482.6M | 1.01M | 10.6% | ▼−21% Reduced · −270K sh | |
| 2 | Alphabet Inc CAP STK CL A | $373.6M | 1.05M | 8.2% | ▼−7.7% Reduced · −87K sh | |
| 3 | Johnson & Johnson COM | $327.5M | 1.29M | 7.2% | ▼−4.1% Reduced · −55K sh | |
| 4 | Visa Inc COM CL A | $316.5M | 922.4K | 7.0% | ▼−3.9% Reduced · −37K sh | |
| 5 | Amazon Com Inc COM | $304.4M | 1.28M | 6.7% | ▲+9.1% Added · +107K sh | |
| 6 | Aon PLC SHS CL A | $272.1M | 820.3K | 6.0% | ▲+30% Added · +192K sh | |
| 7 | Linde PLC SHS | $266.3M | 513.1K | 5.9% | ▼−0.9% Reduced · −5K sh | |
| 8 | Microsoft Corp COM | $246.5M | 660.9K | 5.4% | ▼−22% Reduced · −191K sh | |
| 9 | S&P Global Inc COM | $179.2M | 440.0K | 3.9% | ▼−18% Reduced · −99K sh | |
| 10 | Cintas Corp COM | $178.4M | 1.05M | 3.9% | ▲+45% Added · +328K sh | |
| 11 | Nvidia Corporation COM | $138.9M | 694.4K | 3.1% | ▲+95% Added · +338K sh | |
| 12 | Idexx Labs Inc COM | $138.2M | 262.6K | 3.0% | ▲+19% Added · +42K sh | |
| 13 | Eli Lilly & Co COM | $132.0M | 110.0K | 2.9% | ▼−16% Reduced · −21K sh | |
| 14 | American Express Co COM | $128.8M | 380.9K | 2.8% | ▲+7.0% Added · +25K sh | |
| 15 | Verisk Analytics Inc COM | $110.0M | 612.9K | 2.4% | ▼−23% Reduced · −182K sh | |
| 16 | Mercadolibre Inc COM | $98.9M | 58.3K | 2.2% | ▼−13% Reduced · −9K sh | |
| 17 | Motorola Solutions Inc COM NEW | $98.5M | 237.2K | 2.2% | ▲+60% Added · +89K sh | |
| 18 | Spotify Technology S A SHS | $83.4M | 181.7K | 1.8% | ▼−16% Reduced · −33K sh | |
| 19 | Uber Technologies Inc COM | $75.3M | 1.04M | 1.7% | ▼−4.1% Reduced · −44K sh | |
| 20 | Netflix Inc. COM | $65.6M | 919.0K | 1.4% | ▲+17% Added · +136K sh | |
| 21 | Apple Inc COM | $58.5M | 202.3K | 1.3% | ▲+1.3% Added · +3K sh | |
| 22 | Broadcom Inc COM | $54.5M | 144.2K | 1.2% | ▲New New position | |
| 23 | Intuitive Surgical Inc COM NEW | $50.2M | 126.2K | 1.1% | ▲New New position | |
| 24 | Analog Devices Inc COM | $46.0M | 115.9K | 1.0% | ▼−16% Reduced · −22K sh | |
| 25 | Oracle Corp COM | $30.7M | 209.2K | 0.7% | ▼−70% Reduced · −478K sh | |
| 26 | Vulcan Matls Co COM | $28.9M | 97.9K | 0.6% | ▼−18% Reduced · −22K sh | |
| 27 | Stryker Corporation COM | $28.2M | 89.7K | 0.6% | ▼−15% Reduced · −15K sh | |
| 28 | Makemytrip Limited Mauritius SHS | $25.9M | 486.1K | 0.6% | ▼−1.0% Reduced · −5K sh | |
| 29 | Costco Wholesale Corporation COM | $24.5M | 26.1K | 0.5% | ▼−5.0% Reduced · −1K sh | |
| 30 | Meta Platforms Inc CL A | $24.3M | 43.1K | 0.5% | ▼−9.9% Reduced · −5K sh | |
| 31 | Service Corp Intl COM | $22.7M | 298.6K | 0.5% | ▼−28% Reduced · −116K sh | |
| 32 | Nu Hldgs Ltd ORD SHS CL A | $18.0M | 1.35M | 0.4% | ▲New New position | |
| 33 | Mastercard Incorporated CL A | $14.1M | 27.4K | 0.3% | ▼−22% Reduced · −8K sh | |
| 34 | Ferguson Enterprises Inc COMMON STOCK NEW | $14.0M | 58.8K | 0.3% | ▼−19% Reduced · −14K sh | |
| 35 | Fastenal Co COM | $12.8M | 266.5K | 0.3% | ▲+16% Added · +37K sh | |
| 36 | HDFC Bank Ltd SPONSORED ADS | $10.6M | 411.7K | 0.2% | ▼−16% Reduced · −77K sh | |
| 37 | Msci Inc COM | $9.9M | 17.7K | 0.2% | ▲+0.6% Added · +111 sh | |
| 38 | United Rentals Inc COM | $7.2M | 6.3K | 0.2% | ▼−9.8% Reduced · −689 sh | |
| 39 | Booking Holdings Inc COM | $7.1M | 39.6K | 0.2% | ▲22× Added · +38K sh | |
| 40 | Yum China Hldgs Inc COM | $6.7M | 163.4K | 0.1% | ▼−3.3% Reduced · −6K sh | |
| 41 | Copart Inc COM | $5.7M | 203.7K | 0.1% | ▼−17% Reduced · −42K sh | |
| 42 | Amphenol Corp CL A | $4.6M | 26.2K | 0.1% | ▲New New position | |
| 43 | Kanzhun Limited SPONSORED ADS | $4.4M | 345.4K | 0.1% | —Held | |
| 44 | Hilton Worldwide Hldgs Inc COM | $4.0M | 12.2K | 0.1% | ▼−23% Reduced · −4K sh | |
| 45 | PDD Holdings Inc SPONSORED ADS | $3.1M | 41.0K | 0.1% | ▼−26% Reduced · −15K sh | |
| 46 | Icici Bank Limited ADR | $2.3M | 78.2K | 0.0% | ▲+34% Added · +20K sh | |
| 47 | Atour Lifestyle Hldgs Ltd SPONSORED ADS | $2.2M | 69.6K | 0.0% | ▲+98% Added · +34K sh | |
| 48 | Qualcomm Inc COM | $2.0M | 10.6K | 0.0% | ▲New New position | |
| 49 | Becton Dickinson & Co COM | $1.9M | 12.3K | 0.0% | ▼−73% Reduced · −33K sh | |
| 50 | Walmart Inc COM | $1.4M | 12.7K | 0.0% | ▼−28% Reduced · −5K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 55 | $4.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 52 | $4.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 55 | $5.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 60 | $5.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 64 | $5.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 62 | $5.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 60 | $6.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 63 | $7.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 1, 2024 | 66 | $7.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 66 | $7.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 63 | $6.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 7, 2023 | 65 | $5.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 24, 2023 | 66 | $6.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 66 | $5.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | May 15, 2023 | 62 | $4.5B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | May 15, 2023 | 61 | $4.5B | 13F-HR/A |
| Q2 2022 | Jun 30, 2022 | May 15, 2023 | 61 | $5.1B | 13F-HR/A |
| Q1 2022 | Mar 31, 2022 | May 15, 2023 | 62 | $6.4B | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 62 | $7.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 2, 2021 | 62 | $7.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.